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Aging of America: Demographics of Demand and Profits in Healthcare

Information provided by Hedgeye Risk Management - Published: 2010-10-07

The Hedgeye Risk Management Healthcare team, led by Tom Tobin, will host our next Black Book release and Conference Call, "Aging of America: Demographics of Demand and Profits in Healthcare,

We will be discussing:

* The long tail of demographics, why 1994-2002 was so good, and why the next decade looks so bad

* Orthopedic device demand, and the outlook for hip, knee, and spine device growth.

* The long term secular outlook for hospital margins and the prospects for accelerating device pricing pressure.

* The short term factors of Employment Demographics, COBRA, and consumer spending.

The call is open to qualified institutional subscribers of Hedgeye's Healthcare vertical -- and for qualified prospective institutional subscribers.

THE CONFERENCE CALL TAKES PLACE ON THURSDAY, OCTOBER 7, 2010, at 11 AM EDT.

Please contact sales@hedgeye.com to request more information.

Tom Tobin is the Managing Director of Healthcare at Hedgeye Risk Management. Prior to Hedgeye, Tom was head of healthcare investments at Dawson-Herman Capital Management, which he joined after working as an analyst at W.P.Stewart. Tom's industry background includes research work at MZT Holdings and at the Harvard/MGH Cutaneous Biology Research Center.

Hedgeye Risk Management is a real-time investment research and media firm. Focused exclusively on generating and delivering actionable investment ideas in a proven buy-side process, the firm combines quantitative, bottom-up and macro analysis with an emphasis on timing. The Hedgeye team features some of the world's most regarded research analysts, all with buy-side experience, covering Macro, Financials, Energy, Healthcare, Retail, Gaming, Lodging, Leisure, Restaurants, Food and Beverage. The independent firm is united around a vision of uncompromised real-time investment research as a service. Visit www.hedgeye.com for more information.

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